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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $122,733 |
FIDUCIARY MANAGEMENT, INC.4+ years Service code 28 · EIN 39-1346018 | Investment Management | $117,984 |
CHRISTENSEN, JAMES & MARTIN2 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $94,598 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $38,348 |
MILLIMAN, INC.4+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $12,610 |
ALSWEET ASSOCIATES4+ years Service code 10 · EIN 95-2766134 | Accounting | $11,575 |
RAEL & LETSON3 years Service code 11 · EIN 94-1701048 | Actuarial | $8,725 |
MMA SECURITIES LLC2 years Filed as: MARSH AND MCLENNAN AGENCY, LLC Service code 22 · EIN 36-1436000 | Insurance Broker | $7,865 |
Service code 29 · EIN 95-4177931 | Legal | $7,199 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 | Securities Custodian | $5,973 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,057 | $60,396-85.0% | $83,831-89.2% | $75,289-88.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.63% | 3.84%-8.5pp | 850.99%-855.6pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,421 | $3,343+2.3% | $3,631-5.8% | $2,405+42.2% |
| Participant deferral / active EE | $62 | $2,922-97.9% | $4,082-98.5% | $3,739-98.3% |
| Admin fee / account holder | $83 | $141-41.5% | $5,479-98.5% | $102-19.3% |